Plan Ledger DOL Form 5500 · updated monthly

Bonhams & Butterfields Auctioneers Corporation401(k)

BONHAMS & BUTTERFIELDS 401(K) PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.26%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Bonhams & Butterfields Auctioneers Corporation reported $95,062 in plan administrative expenses for 2025: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,195 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio has held roughly steady near 0.260%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other retail trade employers. By assets it is the 1,678th-largest of 5,648 plans among New York employers on file, and the 837th of 5,215 in retail trade. In 2025, employees put in $3.10 for every $1.00 the employer contributed; active participation has grown from 203 to 261 since 2022.

Plan summary
Net assets, end of year$37,674,005
Participants with balances398
Active participants261
Employer contributions$572,872
Employee contributions$1,774,725
Employer contribution per active participant$2,195
Average account balance$94,658
Benefits paid to participants$5,312,152
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$37.7M · 398 accts · $573K emplr
2024$35.3M · 398 accts · $555K emplr
2023$32.4M · 414 accts · $601K emplr
2022$28.6M · 301 accts · $374K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$23,135
Investment management$71,927
Total administrative$95,062
The Bonhams & Butterfields Auctioneers Corporation 401(k) match · 2025
Employer contribution per active participant$2,195
Median for plans this size$2,666
2025$2,195 per active participant
2024$2,111 per active participant
2023$2,081 per active participant
2022$1,844 per active participant

Bonhams & Butterfields Auctioneers Corporation's 2025 employer contribution ran below the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$71,927

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$95,062 · 0.26%
2024$108,149 · 0.32%
2023$81,512 · 0.27%
2022$62,579 · 0.26%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 941719097 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.